Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,305
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$2.98M
3
+$2.71M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.38M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.27M

Top Sells

1
+$16.3M
2
+$3.6M
3
+$2.65M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.98M
5
FTF
Franklin Limited Duration Income Trust
FTF
+$1.83M

Sector Composition

1 Technology 11.8%
2 Healthcare 5.55%
3 Industrials 5.29%
4 Consumer Discretionary 5.13%
5 Consumer Staples 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$72K 0.01%
1,060
+542
977
$72K 0.01%
571
-10
978
$72K 0.01%
2,104
-292
979
$71.7K 0.01%
460
980
$71.5K 0.01%
2,603
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981
$71.5K 0.01%
961
+1
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$71.5K 0.01%
1,772
-1,463
983
$71.4K 0.01%
1,213
-45,012
984
$71.4K 0.01%
1,180
+136
985
$70.6K 0.01%
2,103
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986
$70.6K 0.01%
938
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987
$70.2K 0.01%
447
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988
$70K 0.01%
2,005
-885
989
$69.9K 0.01%
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990
$69.8K 0.01%
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992
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102
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993
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755
994
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15,512
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995
$68.8K 0.01%
430
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996
$68.8K 0.01%
2,680
997
$68.8K 0.01%
727
-336
998
$68.8K 0.01%
1,200
-400
999
$68.7K 0.01%
1,737
+60
1000
$68.1K 0.01%
8,703
+4,533
38 39
40
41 42